AMcards
The AMcards integration allows you to send real personalized greeting cards and gifts to your Follow Up Boss contacts right from your own Follow Up Boss account! Setup To set up the AMcards integration with Follow Up Boss, take the following steps: Enable the AMcards app in your Follow Up Boss account from this link here. Note: This can only be ena...
Brokermint
Connect Brokermint and Follow Up Boss to manage your leads, clients and transactions in one place while eliminating double entry and most importantly save your time! How does the FUB integration work? When a deal is created in Follow Up Boss, it will sync to Brokermint back office as an incoming transaction. What information can be synced from FUB...
Create an Embedded App
If you are an Account Owner or Admin of a Follow Up Boss account, you can request to make an Embedded App. You can create an Embedded App to be used privately on your own account or you can submit your app to be available for all Follow Up Boss accounts. If you'd like to make an Embedded App, please email product@followupboss.com to get started! Ge...
Embedded Apps
We know there is awesome software that you use besides Follow Up Boss. And we know it can take time and energy to switch between systems to get all the information that you need. That is why we have Embedded Apps! With Embedded Apps, you can get the third party data you need for a contact, right inside of Follow Up Boss! Embedded apps will load thi...
Cloud Streams
About This Source Cloud Streams provides an advantage to real estate agents as they are the first to know about new or updated listings before being notified by the MLS. How It Works Cloud Stream queries the MLS and automatically sends alerts for properties that are within the parameters set. Additionally, it is the only listing alert system that se...
Revaluate
About This Source Revaluate helps determine likely movers within your existing database. Revaluate rates likely movers on a 0-100 scale using predictive analytics and big data, stack ranking your prospect database. Revaluate is used to outmaneuver the competition, increase marketing efficiencies, increase previously purchased lead ROI and increase s...
Google Forms + Zapier Integration = Open House Lead Capture
A great (free) way to collect information at an open house, add those people to Follow Up Boss, and start an action plan automatically is to use Google Forms, Zapier, and Follow Up Boss together! Follow this guide and you'll never need to manually enter another open house list into FUB again. What You Will Need A Google account: gmail (free) or GSui...
Google Sheets Integration .- API Nation
Use API Nation to connect Follow Up Boss with third-party software platforms. In this article we'll illustrate how to take your “People” from Follow Up Boss and sync them neatly to a Google Sheet so you can have a backup of the info and also run report and create leaderboards and charts. How to Integrate with Google Sheets Using API Nation (Video by...
JotForm - Free Custom Forms
JotForm is a platform for creating custom webforms. Get started for free by signing up on jotform.com. Jotform is great for: Embedding forms on your website and having those entries flow into Follow Up Boss. Distributing manually entered leads to agents via round robin or First to Claim. (E.g. Phone leads, people you meet in person or at events, et...
Follow Up Boss vs. FiveStreet
Follow Up Boss is an alternative to FiveStreet that supports more options for lead distribution, robust drip campaigns, and makes it easy to be more direct and conversational because of how we assign leads to agents. Existing FiveStreet Customers If you’re an existing FiveStreet customer, Follow Up Boss can help you get the leads from FiveStreet int...
Follow Up Boss vs. Liondesk
Follow Up Boss vs. Liondesk Follow Up Boss is a simple alternative to Liondesk with an easy to use interface and native mobile apps for Android and iOS. Simplicity Behind Powerful Features Follow Up Boss has features like 2-way texting, email sync, automated follow-ups and reminders without the complicated interface or complex layout. Measure Result...
API Key
To get your Follow Up Boss API Key click Admin > API then click the API key box to reveal. Developers can use our open API to send new leads or website activity to Follow Up Boss or access contacts inside your account. Note: Your API key grants programmatic access to your Follow Up Boss account. Make sure to keep it safe, like your password. C...
Follow Up Boss Lead Routing Email
Your Unique Follow Up Boss Email Each Follow Up Boss user has their own unique Follow Up Boss email address. When a lead notification is sent to this address from one of our support providers the lead will automatically be entered into Follow Up Boss. Account Owners: You can see the lead routing emails for all team members under Admin > More >...
Leads Stopped Coming into FUB
If you received a lead notification email from a lead source, but did not get notified of the lead in FUB, here are some troubleshooting tips to help you. 1. Check the email address your lead notification was sent to. It should be your your connected Google address in FUB (Account Owners only) or your FUB lead email address example.example@fub.me. I...
MLS Property Update Emails
Some MLS's allow you to have their property alert emails sent to both the client and the agent, if these are on the same email they will sync to Follow Up Boss like other email communication with the client. If these are separate emails they will not sync to Follow Up Boss Note: most MLS's do not send the email to the agent's inbox and the clients o...
Using Lead Metadata
Follow Up Boss supports the lead metadata standard (https://www.leadmetadata.org) for our lead emails. Using this format will ensure that even if the look and layout of an email from your lead source changes, we can still extract all of the information about a lead without issue. If you are having issues with a lead source not providing correct info...
PieSync
piesync.com allows a two-way sync with other software applications including Google Contacts, BombBomb, Active Campaign, Infusionsoft, and more. **Warning** - When initially setting up the Piesync integration, we recommend starting with just a one-way sync from Follow Up Boss to your Google Contacts, for example, because Google Contacts tends to inc...
Google Calendar
If your Follow Up Boss account is connected to a Google Apps or Gmail account, tasks with a date and time in Follow Up Boss will show up in your Google Calendar. Tasks without a time e.g. action plan tasks will not show up in Google Calendar. The event will include all the contact information of the person and details of the task. In addition, the e...
Email Parsing Feedback
Follow Up Boss primarily pulls in lead data via email parsing as most lead providers do not have an available API. Two good ways for lead providers directly to our system is to use the https://www.leadmetadata.org format which multiple CRM's support or to use our API directly. For the companies where Follow Up Boss parses the email information somet...
